A complete list of active advisors currently associated with Larkins & Associates Financial Services, LLC
Warmer can help you find a great advisor at Larkins & Associates Financial Services, LLC or one who fits your needs even better.
The firm provides personalized financial planning and investment consultation to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. Services include comprehensive financial planning, retirement and estate planning, tax preparation and pension consulting, plus an ongoing Financial Advisory Program that advises on mutual funds, certificates of deposit and variable insurance products. Advice is delivered on a primarily non‑discretionary, consultative basis: clients retain final decision authority and the firm does not custody client assets or recommend custodians. The firm documents client objectives in Investment Policy Statements, conducts periodic reviews (including quarterly reviews and multiple consultation sessions per quarter), and applies methods such as charting, fundamental, technical and cyclical analysis. The firm’s business model combines advisory services with broker‑dealer and insurance activities: a related person is a registered representative of a broker‑dealer and an independent insurance agent, and the firm receives commissions from the sale of mutual funds and insurance products while also charging fixed and hourly advisory fees — a mix that is uncommon among peers. It also provides non‑investment services such as tax preparation and insurance brokerage alongside its advisory program, and it does not accept discretionary trading authority.
To learn more about the advisors currently working at Larkins & Associates Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Augusta, GA
| 32
|
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